On Boond, during your sales cycle, you have the option to position a candidate, a resource, and/or a standard profile.

Here we show you how to configure and track these standard profiles during the pre-sales phase and even after the project is created.

The Standard Profiles module is a standalone module, just like the Candidates module or the Resources module. Therefore, it may be necessary to configure access rights to this module for all users who will need to use it.

From Administration > Managers / Roles > open the relevant role: you can activate the Standard Profiles module in the Main Modules.

Here you can configure search rights (filter on legal agencies), profile rights (read/write access to own profiles, all profiles, those of their agencies or a list of agencies), and miscellaneous rights (creation, deletion, reassignment).

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Once access to the module is granted, you can access it and configure a standard profile by clicking the orange + button at the top right.

To fill in your standard profile, you can enter the following elements:

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When you have created your opportunity and are ready to assign candidates, resources, and/or standard profiles, you can create a new assignment. The assignment modal opens with the same options as usual:

When you want to search for a specific profile, you have access to the list of candidates, resources, and also standard profiles.

By clicking the orange "Assign" button, you can assign these candidates, resources, and/or standard profiles all at once.

If you do not have a specific standard profile in mind to assign, and want to search directly in the module, click "Classic search" then select the "Standard profile" module in the workflow displayed at the top of your screen.

You can then use your filters / key words to display profiles suited to your opportunity and select the profile(s) you want to assign.

By clicking the orange "Assign" button, you can assign candidates, resources, and/or standard profiles all at once.

Once your candidates, resources, and/or standard profiles are assigned, simply qualify each assignment as you usually do for your opportunities, by entering a start and end date, a Daily Rate, a number of days sold, and an ADC if the information is not already provided.

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Good news: your client is satisfied with your proposal and signs it 🥳! You are now ready to turn your opportunity into a project!

To do this, simply change the state of your opportunity to "Won". You can choose to select an assignment (candidate, resource, or standard profile) which will then be turned into a delivery in the project.

If you chose a standard profile at the time of this state change, you will find this profile in delivery on your project. You then have the option to assign a resource and thus replace the standard profile with a resource who will log timesheets on this project.

The resource then takes precedence over the standard profile, with an up-to-date ADC (the ADC from the resource's contract, if applicable).

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It is also possible to assign a standard profile to an already created / ongoing project.

For this, nothing could be simpler!

In the Deliveries tab of your project, click the + button to create a new delivery and search for a standard profile to add.

Once the standard profile is selected and added as a delivery, you can qualify it like any resource in delivery, by adding a Daily Rate and an estimated workload.

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